Advisor at Private Client Advisor Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Private Client Advisor Group, LLC
Location
Palm City, FL 34990
Credentials
Series 63, Series 66
Industry experience
31 years
Mark Stratton is a financial advisor at Private Client Advisor Group, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Owlfi Ria, LLC and LPL Financial LLC. Outside of his advisory role, he is also an independent insurance agent. Private Client Advisor Group, LLC is an SEC-registered investment adviser serving individuals, families, businesses, and retirement plans. The firm manages approximately $82.2 million with a five-advisor team, offering discretionary portfolio management and project-based financial planning using diversified portfolios informed by modern portfolio theory.
Based on Private Client Advisor Group, LLC
Based on Private Client Advisor Group, LLC
Financial planning fixed fees up to $1,000 or higher depending on complexity; retirement plan fixed fees generally not to exceed $10,000
$0+: Up to 2.00% annually (negotiable and varies by service level and adviser) $0+: Up to 1.50% annually for retirement plan asset-based fees
Up to $200 per hour for financial planning services
Account minimum: $100,000 Minimum fee: $1,000 minimum annual fee for retirement plan services setup and general administrative services Fee-only: Investment management fees charged as a percentage of assets under management, financial planning fees charged as fixed fees or hourly rates, and retirement plan fees charged as fixed or asset-based fees; fees are negotiable.
901 Sw Martin Downs Blvd., Suite 200 D
Palm City, FL 34990
Florida · Texas
Private Client Advisor Group, LLC
2024 - Present (2 years)
Owlfi Ria, Llc
2021 - Present (5 years)
Motiv8 Investments LLC
2017 - 2022 (5 years)
Motiv8 Investments LLC
2017 - 2022 (5 years)
Private Client Advisor
2007 - 2017 (10 years)
LPL Financial
2007 - 2017 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Palm City, FL
Riddick & Co Entrepreneurial Finance, LLC
Series 65
Stuart, FL
Mindie Molina Investments, LLC
ChFC®, Series 65
Stuart, FL
W.H. Financial Services, Inc.
CFP®, Series 63, Series 65
Stuart, FL
Twenty-First Century Financial Advisors Inc
Series 66
Port Saint Lucie, FL
Southern Magnolia Investment Management LLC
CFP®, ChFC®, Series 63
Stuart, FL
Index Portfolio Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")